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Operations Menu - Project Budget - Add Header Line

This page describes the 'Add Header Line' function on the Row menu in the Project Budget record window. If you are using iOS or Android, the 'Add Header Line' function is on the Tools menu (with 'wrench' icon).

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You can use the 'Add Header Line' function in a Project Budget when you need to insert a row above the Project Budget Items where you can enter some descriptive text. You can use this function at any time while entering the Project Budget, as follows:

  • Place the insertion point anywhere in the Project Budget row that is to be the first row after the header row. Open the Row menu by right-clicking (Windows) or ctrl-clicking (macOS) the row number, and select the 'Add Header Line' function. If you are using iOS or Android, select 'Add Header Line' from the Tools menu (with 'wrench' icon). A special "Header" row will be inserted in the grid above the row containing the insertion point.

  • Place the insertion point in any field outside the grid on the 'Items' card and select this function (if you are using Windows or macOS, right-click or ctrl-click any row number). A special "Header" row will be inserted in the grid as the first row.
In this "Header" row, you can type the descriptive text in the field to the right of the "Header" text, as has been done in row 1 in the illustration below:

When you design the Form Template to be used when printing Project Budgets, you can specify that the special "Header" row will be printed in a different Style to the rows containing the Items (e.g. font, font size, etc). To do this, use the 'Row Styles' function on the Operations menu of the Form Template window.

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The Project Budget register in Standard ERP:

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